Our Research

Within we share what we believe (from our vantage point) are the most consensus set-ups at the moment and heading into earnings. Not saying consensus is necessarily wrong but it’s interesting for illustrative purposes. As…

Within we discuss: Top Ten current macro themes/ sector debates; and Key debates (very quick bullet format) for ~80 stocks across the energy value chain. Updated Model Portfolio marks (as of ~14:30 ET; +980bps since…

when it comes to the Iran situation. This is us literally going through a plethora of twitter posts, news and conversations. We are on our way to nyc so doing this from my mobile apologies…

…and covering: 1) New Drills; 2) Total Oil & Gas Completions (New); 3) Total Gas completions (New); 4) Total Oil Permits; 5) Total Gas Permits; and 6) Total Oil & Gas Permits for the following…

There are several news articles out this am (as well as a Truth Social post) indicating the U.S. Navy would begin blockading the Strait of Hormuz (Read On). We also just listened to a live…

For the news, we include a brief summary description for each headline. We only include links to news sources that do NOT require you to have a subscription to the respective site, or if they do, they are free of charge. However,…

Within we provide 1) Our latest sentiment based Long/Short book (10 Longs/ 10 Shorts) Love/Hate Portfolio 8 (LHP8); and 2) the performance of LHP7, which we closed on Friday. LHP7 booked the second worst performance…

Our commodity trading account (real money) YTD: Source: The Schneider Capital Group; Interactive Brokers We made a terrible call on the gas side – too much conviction, too much leverage, and not enough humility. Our…

Within, please find our latest Model Portfolio marks. This is an actively managed book of ~40 longs and 32 shorts. Since inception on Janaury 9th 2026, the Model Portfolio has generated a weighted return of…

Within, we show our (extremely) detailed monthly Texas drilling, permitting and completion analytics from the ground up – delivering sharp basin-by-basin breakdowns and forward-looking insights to help you spot emerging trends.  We track the data on…

Truth be told we have not received a lot of questions on domestic (Henry Hub) Natural Gas lately – which probably also makes it more interesting to us – with the front month (May) hovering…

Woke up to this one this morning: Truth Details | Truth Social This is a real post. Here is how decentralized exchanges are currently trading on the latest news (including POTUS saying on Fox News…

***Most read for the week*** Since we published this we had a bunch of conversations on this with folks. Call us if interested.. Our first deep-dive: Transportadora de Gas del Sur (TGS). Rough first week for…

For the news, we include a brief summary description for each headline. We only include links to news sources that do NOT require you to have a subscription to the respective site, or if they do, they are free of charge. However,…

…which was ironic, because it was in the ‘Most Hated’ bucket in LHP6 (the prior iteration). In any case, we will close LHP7 next Friday, April 10th, in-line with our two week respective time horizons….